FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.04M 0.11%
51,136
+1,361
127
$3.03M 0.11%
19,348
+499
128
$3.01M 0.11%
13,317
+226
129
$3M 0.11%
7,018
-10
130
$2.68M 0.1%
24,329
-49
131
$2.68M 0.1%
3,964
+7
132
$2.6M 0.1%
57,072
+20,772
133
$2.52M 0.09%
32,667
+8,171
134
$2.49M 0.09%
20,577
+2,222
135
$2.43M 0.09%
44,975
+1,135
136
$2.4M 0.09%
60,384
+128
137
$2.37M 0.09%
11,956
+162
138
$2.32M 0.09%
56,189
-5,483
139
$2.28M 0.08%
16,502
140
$2.11M 0.08%
12,123
-1,192
141
$2.06M 0.08%
8,899
+575
142
$2.04M 0.08%
9,038
-40
143
$1.97M 0.07%
7,495
+603
144
$1.87M 0.07%
18,321
-4,520
145
$1.86M 0.07%
11,443
+61
146
$1.83M 0.07%
54,602
+39,809
147
$1.82M 0.07%
28,707
-7
148
$1.79M 0.07%
27,212
-610
149
$1.78M 0.07%
28,144
-827
150
$1.77M 0.07%
18,197
-106
4 5
6
7 8